Answer Ad Hoc Questions with CRM Analytics Lenses

Dashboards are great for answering common questions, but sometimes you don’t have a question in mind. You want to poke around your data and ask questions as you notice things. To explore your data, open a dataset and create ad hoc queries. To revisit the query later, save it as a lens. The lens includes the query and the visualization—how the results appear. Like dashboards, lenses can be shared.

When you open a dataset, the lens shows the number of dataset rows as a bar chart, by default.

To change the query, add measures, groupings, and filters to the Measures, Group by, and Filter by boxes. To represent the results as a different chart type, click . To represent the results as a table or to create calculated fields based on existing fields, click . If you’re more advanced and want a more robust way to create SAQL queries, click to manually enter the query.

To add a query to a dashboard, click to clip it.